US Asset Management LLC’s Exxon Mobil XOM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$394K Hold
3,658
0.34% 72
2025
Q1
$435K Sell
3,658
-2,927
-44% -$348K 0.42% 67
2024
Q4
$708K Sell
6,585
-377
-5% -$40.5K 0.64% 41
2024
Q3
$846K Sell
6,962
-33
-0.5% -$4.01K 0.75% 37
2024
Q2
$805K Sell
6,995
-127
-2% -$14.6K 0.73% 35
2024
Q1
$828K Sell
7,122
-103
-1% -$12K 0.75% 34
2023
Q4
$722K Buy
+7,225
New +$722K 0.71% 40
2023
Q2
$778K Sell
7,256
-8
-0.1% -$858 0.82% 34
2023
Q1
$797K Sell
7,264
-27
-0.4% -$2.96K 0.81% 33
2022
Q4
$804K Buy
+7,291
New +$804K 0.87% 33
2022
Q2
$624K Hold
7,291
0.69% 39
2022
Q1
$602K Buy
7,291
+3,705
+103% +$306K 0.55% 51
2021
Q4
$219K Sell
3,586
-9
-0.3% -$550 0.21% 122
2021
Q3
$211K Buy
+3,595
New +$211K 0.2% 123